Legacy Education Inc. - LGCY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYCE & ASSOCIATES LP | History | Added to | 830,458 | 10,397 | 0.1% | 0.08% | 1 | +10,000 | 1.22% | Q1 2026 | May 12, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 852,550 | 10,324 | 5.22% | 5.4% | 2 | -81,803 | -8.76% | Q1 2026 | Apr 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 614,564 | 7,694 | 0.16% | 0.13% | 3 | +16,627 | 2.78% | Q1 2026 | May 13, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 448,480 | 5,614 | 1.41% | 1.18% | 4 | -900 | -0.2% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 376,285 | 4,711 | 0.0% | — | 5 | +376,285 | New | Q1 2026 | May 15, 2026 |
| Truffle Hound Capital, LLC | History | Added to | 350,000 | 4,382 | 1.14% | 0.53% | 6 | +150,000 | 75.0% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 429,433 | 4,375 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 260,004 | 3,255 | 0.0% | 0.0% | 8 | +187,964 | 260.92% | Q1 2026 | May 13, 2026 |
| Mink Brook Asset Management LLC | History | Added to | 252,784 | 3,164 | 1.77% | 1.3% | 9 | +50,451 | 24.93% | Q1 2026 | Apr 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 198,122 | 2,480 | 0.0% | 0.0% | 10 | +12,363 | 6.66% | Q1 2026 | May 08, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 185,000 | 2,316 | 0.13% | 0.11% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 143,439 | 1,795 | 0.28% | — | 12 | +143,439 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 118,906 | 1,488 | 0.0% | — | 13 | +118,906 | New | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 93,057 | 1,165 | 0.0% | — | 14 | +93,057 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 92,280 | 1,155 | 0.0% | 0.0% | 15 | +29,161 | 46.2% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 92,028 | 1,153 | 0.0% | 0.0% | 16 | +3,057 | 3.44% | Q1 2026 | May 15, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 90,067 | 1,127 | 0.32% | 0.31% | 17 | -19,141 | -17.53% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 85,225 | 1,067 | 0.02% | 0.01% | 18 | +42,265 | 98.38% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 72,000 | 901 | 0.0% | 0.0% | 19 | +33,628 | 87.64% | Q1 2026 | May 14, 2026 |
| Informed Momentum Co LLC | History | New | 58,183 | 728 | 0.08% | — | 20 | +58,183 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 56,325 | 705 | 0.0% | — | 21 | +56,325 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 53,327 | 667 | 0.0% | — | 22 | +53,327 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 51,420 | 643 | 0.0% | 0.0% | 23 | -13,569 | -20.88% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 45,061 | 564 | 0.05% | — | 24 | +45,061 | New | Q1 2026 | May 14, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 44,600 | 558 | 0.15% | 0.16% | 25 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 43,800 | 548 | 0.0% | 0.0% | 26 | +32,089 | 274.01% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 42,544 | 532 | 0.0% | 0.0% | 27 | +2,311 | 5.74% | Q1 2026 | May 13, 2026 |
| 683 Capital Management, LLC | History | Reduced | 40,000 | 500 | 0.03% | 0.02% | 28 | -6,296 | -13.6% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 33,973 | 425 | 0.0% | 0.0% | 29 | +1,526 | 4.7% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 30,378 | 380 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 29,939 | 374 | 0.06% | 0.05% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 26,882 | 336 | 0.0% | — | 32 | +26,882 | New | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,747 | 309 | 0.0% | 0.0% | 33 | +10,096 | 68.91% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,847 | 273 | 0.0% | 0.0% | 34 | +18,088 | 481.19% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 21,378 | 267 | 0.0% | 0.0% | 35 | -18,547 | -46.45% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 19,991 | 250 | 0.0% | 0.0% | 36 | +1,822 | 10.03% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 18,501 | 231 | 0.0% | 0.0% | 37 | +17,510 | 1766.9% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Added to | 18,361 | 229 | 0.0% | 0.0% | 38 | +6,372 | 53.15% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 17,996 | 225 | 0.04% | 0.07% | 39 | -12,249 | -40.5% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 17,700 | 221 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 15,222 | 190 | 0.0% | — | 41 | +15,222 | New | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 14,615 | 182 | 0.0% | — | 42 | +14,615 | New | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 10,899 | 136 | 0.0% | — | 43 | +10,899 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 10,825 | 135 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 10,096 | 126 | 0.0% | — | 45 | +10,096 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 8,878 | 111 | 0.0% | 0.0% | 46 | -1,087 | -10.91% | Q1 2026 | May 14, 2026 |
| Avanza Fonder AB | History | No change | 7,098 | 88 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | New | 6,889 | 86 | 0.0% | — | 48 | +6,889 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 6,000 | 75 | 0.0% | — | 49 | +6,000 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 5,053 | 63 | 0.0% | 0.0% | 50 | +3,877 | 329.68% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,641 | 58 | 0.0% | 0.0% | 51 | -7,987 | -63.25% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,448 | 55 | 0.0% | — | 52 | +4,448 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,421 | 29 | 0.0% | 0.0% | 53 | -1,090 | -31.05% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 500 | 6 | 0.0% | 0.0% | 54 | -500 | -50.0% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 318 | 4 | 0.0% | 0.0% | 56 | -263 | -45.27% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | No change | 384 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | New | 250 | 3 | 0.0% | — | 57 | +250 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,880 | -100.0% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Orin Green Financial, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2 | 0 | — | 0.0% | — | -949 | -99.79% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 49 | 0 | — | — | — | +7 | 16.67% | Q1 2026 | Apr 23, 2026 |